WRPWM
DFSV

Werba Rubin Papier Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$485K Buy
12,513
+37
+0.3% +$1.38K 0.06% 156
2026
Q1 		$437K Buy
12,476
+26
+0.2% +$919 0.06% 154
2025
Q4 		$409K Buy
12,450
+250
+2% +$8.04K 0.11% 125
2025
Q3 		$388K Sell
12,200
-8,106
-40% -$253K 0.06% 142
2025
Q2 		$598K Sell
20,306
-3,359
-14% -$93K 0.11% 101
2025
Q1 		$666K Buy
23,665
+1,164
+5% +$35.2K 0.14% 86
2024
Q4 		$693K Sell
22,501
-137
-0.6% -$4.34K 0.16% 78
2024
Q3 		$697K Sell
22,638
-7,644
-25% -$229K 0.16% 79
2024
Q2 		$872K Buy
30,282
+4,318
+17% +$125K 0.24% 63
2024
Q1 		$782K Buy
25,964
+7,975
+44% +$227K 0.23% 56
2023
Q4 		$524K Buy
17,989
+3,165
+21% +$82.1K 0.18% 54
2023
Q3 		$376K Buy
14,824
+25
+0.2% +$660 0.13% 74
2023
Q2 		$380K Buy
+14,799
New +$362K 0.13% 69

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Werba Rubin Papier Wealth Management's DFSV Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.3% in Q2 2026, buying an estimated $1.38K and bringing the position to 12,513 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #156.

Werba Rubin Papier Wealth Management first reported a position in DFSV in Q2 2023 and has held it in 13 quarters since. The position peaked at $872K in Q2 2024. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 12,513 shares of Dimensional US Small Cap Value ETF worth $485K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 37 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.38K.
  • Dimensional US Small Cap Value ETF made up 0.06% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Werba Rubin Papier Wealth Management's Dimensional US Small Cap Value ETF position peaked at $872K in Q2 2024.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.